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N Financial Plans

EST. AUM
$65,219,479

CONTACTS
1

CLIENT ACCOUNTS
280

Firm Details

Metro area New York City
CRD Number 337288
Website nfinancialplans.com
Client types

Overview

Long Island Financial LLC (dba N Financial Plans) is a fiduciary, fee-only registered investment adviser delivering customized portfolio management, financial planning, and tax preparation services. The firm uses ETFs, mutual funds, and individual securities to construct client portfolios, while also leveraging sub-advisory platforms like Betterment and 55ip.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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